APP
IOVA icon

Avantax Planning Partners’s Iovance Biotherapeutics IOVA Stock Holding History

Avantax Planning Partners’s Portfolio IOVA Stock Details IOVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-29,600
Closed -$50.9K – 448
2025
Q2 		$50.9K Hold
29,600
– – ﹤0.01% 443
2025
Q1 		$98.6K Buy
29,600
+6,600
+29% +$34K ﹤0.01% 424
2024
Q4 		$170K Buy
+23,000
New +$213K 0.01% 418

Other funds holding IOVA

MFM
MHR Fund Management New York $1.37B AUM 68.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Planning Partners's IOVA Position: Q3 2025 in Review

Avantax Planning Partners sold out of Iovance Biotherapeutics (IOVA) in Q3 2025, closing a stake of 29,600 shares — an estimated $50.9K sold.

Avantax Planning Partners first reported a position in IOVA in Q4 2024 and held it in 3 quarters. The position peaked at $170K in Q4 2024. 253 funds tracked by Wall St. Rank hold IOVA as of Q3 2025.

  • Avantax Planning Partners reported no remaining Iovance Biotherapeutics position as of Q3 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 29,600 Iovance Biotherapeutics shares in Q3 2025, an estimated $50.9K.
  • Avantax Planning Partners first reported a position in Iovance Biotherapeutics in Q4 2024 and held it in 3 quarters.
  • Avantax Planning Partners's Iovance Biotherapeutics position peaked at $170K in Q4 2024.
  • 253 funds tracked by Wall St. Rank held Iovance Biotherapeutics as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.